Data as of Q4 2025 (Dec 31, 2025)

Skerryvore Asset Management Ltd

CIK: 2043964Filing: Q4 2025

**Bennbridge Ltd** manages $128M across a focused portfolio of seven positions. The fund exhibits significant concentration, with its top three holdings—FNV, FMX, and KOF—accounting for over 89% of the disclosed assets. Notably, the $45.4M allocation to FNV anchors the portfolio, followed by substantial positions in FMX ($35.5M) and KOF ($28.5M). This structure suggests a concentrated, high-conviction approach within its investment mandate.

Total AUM
$128.3M
QoQ Performance
-10.5%
Positions
7
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

FNV
FMX
KOF
MLB1
FNV35.4%
FMX27.7%
KOF22.2%
MLB110.4%
WPM2.1%
HDB1.1%
INFY1.1%

📈 Biggest Buys

INFY
INFOSYS LTD
NEW
1.1% of portfolio

📉 Biggest Sells

MLB1
MERCADOLIBRE INC
-41.3%
10.4% of portfolio
FNV
FRANCO NEV CORP
-9.8%
35.4% of portfolio
KOF
COCA-COLA FEMSA SAB DE CV
-7.4%
22.2% of portfolio
FMX
FOMENTO ECONOMICO MEXICANO S
-6.0%
27.7% of portfolio
HDB
HDFC BANK LTD
-58.8%
1.1% of portfolio

Sector Breakdown

Other100.0%

Changes from Q3 2025

NEW1 new position
6 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024